Preview Mode Links will not work in preview mode

Creating Richer Lives

Welcome to "Creating Richer Lives", where living a richer life goes beyond the balance in your bank account. In fact, being rich is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. Whether you’re working towards retirement or seeking ways to make philanthropy your goal, there is a road to get you there. It’s time to redefine what it means to have a richer life. 

Aug 15, 2020

On this podcast, the tables are turned.  Oliver Norman interviews Karl Eggerss.  Ollie finds out how Karl got into the business and what he thinks makes a good advisor.

Aug 8, 2020

Since the financial crisis, investors have struggled to get investment income that can beat inflation. On this week's show, Karl gives listeners a great research tool to help solve that problem.  

Aug 1, 2020

On this week's show, Karl welcomes guest John Eadie, founder and CEO of Covenant.  John discusses the Joe Biden tax proposal and gives listeners several planning tips and techniques to help reduce potential tax liability.

Jul 25, 2020

On this week's podcast, Karl discusses financial organization and gives several tools that can make the job easier.  

Jul 18, 2020

Karl welcomes Justin Pawl CFA, CAIA, CFP® to the podcast to discuss what to prepare for regarding the 2nd half of the year and their portfolios.